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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,424 | $217,432-41.9% | $185,849-32.0% | $167,536-24.5% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 10.32% | 148.42%-138.1pp | 122.10%-111.8pp | 478.82%-468.5pp |
| Employer contribution / active EE | $2,254 | $5,875-61.6% | $5,169-56.4% | $4,839-53.4% |
| Participant deferral / active EE | $2,269 | $6,357-64.3% | $5,569-59.2% | $6,342-64.2% |
| Admin fee / account holder | $2,923 | $19,818-85.3% | $16,244-82.0% | $12,315-76.3% |